Search Results | Showing 1 - 10 of 12 results for "Santi Burridge" |
| | ... Lumiant to develop the platform and embed it in our business." According to Lumiant founder and chief executive Santi Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. ... |
| | | ... have used its questionnaire that it infringed Astute's copyright and to cease providing the questionnaire. Santi Burridge launched Lumiant in February as a platform helping advisers deliver goals-based advice. It closed a round of funding on June ... |
| | | ... more time with clients and deepen their client relationships. Chief executive of corporate development for IPL Santi Burridge said he is delighted that IPL has been added to the Wealth Today APL. "Forward thinking dealer groups are increasingly seeing ... |
| | | ... being limited to a one-platform only solution." Implemented Portfolios' chief executive of corporate development Santi Burridge welcomed the agreement. "Lawrence Wealth is a leading firm in the Perth advice market that has had the opportunity to look ... |
| | | ... capabilities in Perth and nationally," Implemented Portfolios founder and chief executive, corporate development Santi Burridge said. "The Perth area is one of our fastest growing regions, so it made sense to open up a local presence to service our expanding ... |
| | | ... both the client and our business." Implemented Portfolios co-founder and chief executive, corporate development, Santi Burridge said the company is thrilled to have been selected by a firm like Collins SBA. "The fact that Collins SBA also has a large ... |
| | | ... attendance also heard from Watershed's Adrian Rowley on the role managed accounts play in navigating volatile markets, Santi Burridge from Implemented Portfolios on using managed accounts to build a sustainable advice business, and further panel discussions ... |
| | | ... around and needs to change, says Implemented Portfolios' co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts Forum in Melbourne, Burridge encouraged delegates to dismiss the ... |
| | | ... advisers we will continue to successfully offer our world class dynamic asset allocation service and structure," said Santi Burridge, chief executive, corporate development at Implemented Portfolios. "But for those advisers for whom investment management ... |
| | | ... relationship with MyPlanner Australia." In addition to Kirk's appointment, Implemented Portfolios managing director Santi Burridge has taken on the more specialised role of chief executive, corporate development. At the same time, former BlackRock managing ... |
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